The Re-Characterization of Taxable Income to Non-Taxable Income

Without Strategic Planning, Qualified Plans & Social Security will be Heavily Taxed

Indexed Universal Life Insurance Can Help Pay for the Cost of Converting to ROTH IRAs

Life insurance in Profit sharing Plans has been a Neglected Product Line, But Not Any More

Investing in Indices has been called the Poor Man’s Portfolio; Using Indices in a Cash Value Life Insurance policy may be the Smart Man’s Portfolio

The Tax Benefits of Life Insurance Work for the Living as Well as the Dead

Women Disproportionately Suffer Economic Hardship as Widows

Using Business Monies Wisely is a Bang for the Buck Proposition

Bond Accounts May Be Vulnerable to the Fed’s Interest Rate Upticks

Discounted Dollars Can Be As Low As Pennies on the Dollar

Insuring Children, Grandchildren, and Business Associates Creates a Multi-Generational Legacy

Lifetime Earnings Can Accumulate to a Substantial Amount

Life Insurance Has More Lies, Misunderstandings and Myths Related to It Than Any Other Financial Product

The Underinsured Are A Bigger Demographic

The Highest Use of Money for Any One Financial Goal is the Goal

RMDs Trigger More Unnecessary Taxes on Retirement Plans & Social Security Benefits.

Pay Some Taxes Today to Pay A Lot Less Tomorrow

Converting The Taxable to Tax-Free is Vital to Increasing Cash Flow in Retirement

Keep More of Your Hard Earned Money Via Tax Diversification

Your Retirement Statements Don’t Reflect Uncle Sam’s Take